How Kizen Ensures All Your Teams Have The Data They Need
Customer Data Platform
Kizen’s Customer Data Platform provides a centralized database for every customer, contact, or company by connecting data from every tool, team, and interaction in real-time. Build better relationships by tracking every touchpoint between you and your contact in one fully-customizable profile.
Sales Data
Store and access the complete data history of every contact, company, lead, opportunity, or deal directly on the timeline of each object.
Marketing Data
Develop a deeper understanding of every B2B or B2C customer and develop better data-driven campaigns to attract and convert new buyers.
Experience Data
Collect key customer experience metrics that help you discover how your customers interact with your product or service, and what you can do to improve their response.
Commerce Data
Track all of your most important revenue data and create reports and dashboards to visualize important KPIs. See which channels and products are performing at their best, and which need further evaluation. Keep your reps on the ball by tracking commission data and encouraging competition.
Purchase Data
Track the success of your core product offerings and newer releases by looking at how customers move along your funnel and what trends or habits appear. With this data, see where customers are gaining and losing value, where you can better invest in your marketing channels, and find your most loyal customers.
Cost Data
Better estimate the costs of your resources such as units, personnel, supplies, and equipment associated with your projects, products, or services. Tracking your product or unit cost data can help you better optimize your ROI, sales processes, and ad spend.
How Kizen Stores All Your Data
Object Data
Store your data with standard and custom objects and sculpt them to your business needs so you can easily track your most important data.
Security
Platform-Level Security
Control access to certain data and limit user permissions. Ensure all teams have access to the information they need while keeping all sensitive data protected.
Take your role-based permissions to the next level with Kizen’s Organizational Permissions Engine. Ensure data integrity by setting functional permissions for each role in your business. With straightforward authentication features, quickly manage team member access in minutes.
Object-Specific Permissions
Ensure that each object has the appropriate level of visibility within your organization for each role. For example, some object records, like sales opportunities, should be private, while objects such as support cases should be viewable by multiple users for an efficient resolution.
Field-Specific Permissions
Set granular permissions for each custom field in any object. Secure, declutter, and streamline the user experience for team members in each role by controlling visibility and editing access. Restrict sensitive fields to only the most appropriate roles.
Secure Data Sharing Model
Kizen’s Lateral Data Sharing AI determines when to share associated records with the owner of a single record. With Kizen’s “Team Member Associations” button on every object record, easily share your private record laterally.
Hierarchical Data Sharing
Build an org-chart in your Kizen account to allow for automatic data sharing from subordinates to leadership.
Web-Level Security & Compliance
Kizen is GDPR, CCPA, SOC1 Type II, SOC2 Type II, PCI-DSS, ISO 27001, EU-U.S. and Swiss-U.S. Privacy Shield compliant.
Cloud-Level Security & Data Policies
Kizen leverages the AWS Elastic Beanstalk to ensure smooth deployments that scale with your business needs. This provides automated capacity provisioning, load balancing, auto-scaling, and application monitoring to handle load peaks. Kizen guarantees a system uptime of 99%.
Vulnerability scans are conducted at specified intervals, and any non-negative result is automatically sent with full logs for review. Every view, login, interaction, and action taken within the software is fully recorded and evaluated for any anomalies.
If you decide to terminate your contract with us, your data will be purged from our database within 10 business days. At any time throughout the contract term, clients have the option to export data from Kizen into CSV files.
Easily Sync Data From All Your Apps
Integrations Engine
Robust integrations with Workato and Zapier allow organizations to connect Kizen with over 1,000 additional enterprise-grade tools without ever writing a line of code. In addition, our next-gen API is built to make work easy and straightforward for developers.
Native Integrations
Kizen natively integrates with Google, Facebook Ads, Facebook Pages, and Twitter to allow teams the ability to track and optimize interactions from different campaigns, maximizing the efficiency of every dollar spent. Kizen also natively integrates with Outlook and Gmail for all your productivity needs.
Customize Everything To Your Exact Needs
Custom Objects Tailored To Your Business
Many businesses have unique objects they need to track. Custom objects allow you to build out any object and track their relationship between your contacts, companies, deals, and other objects.
Custom Fields
Kizen’s no-coding data architecture and unlimited custom fields allows your team to envision and execute plans efficiently.

Kizen Clouds
Explore how teams are using their data in Kizen.